Hefty Wealth Partners’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $16K | Sell |
529
-33,470
| -98% | -$1.01M | 0.01% | 171 |
|
|
2017
Q4 | $1M | Buy |
33,999
+33,470
| +6,327% | +$988K | 0.62% | 45 |
|
|
2017
Q3 | $13K | Hold |
529
| – | – | 0.01% | 173 |
|
|
2017
Q2 | $12K | Hold |
529
| – | – | 0.01% | 163 |
|
|
2017
Q1 | $12K | Hold |
529
| – | – | 0.01% | 163 |
|
|
2016
Q4 | $11K | Hold |
529
| – | – | 0.01% | 155 |
|
|
2016
Q3 | $8K | Hold |
529
| – | – | 0.01% | 182 |
|
|
2016
Q2 | $7K | Sell |
529
-121,183
| -100% | -$1.6M | 0.01% | 156 |
|
|
2016
Q1 | $1.65M | Buy |
121,712
+13,605
| +13% | +$184K | 1.54% | 18 |
|
|
2015
Q4 | $1.82M | Buy |
+108,107
| New | +$1.82M | 1.73% | 14 |
|